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March 9, 2023
5 Things You Need To Know About 721 Exchanges
A 721 exchange has similarities to 1031 exchanges, allowing investors to exchange appreciated real estate property for business or investment purposes. They work in operating partnerships that convert […]
March 9, 2023
How To Decide if a 721 Exchange Is Right for You
When investors search for alternatives to defer capital gains taxes without having a strict time frame, 721 exchanges make for an optimal choice. Also known as a UPREIT […]
March 8, 2023
The Different Types of 1031 Exchanges Explained
Are you considering a 1031 exchange but need help determining where to go? Here are the different types of 1031 exchanges explained. Two-Party Simultaneous Exchange A simultaneous exchange […]
March 7, 2023
Navigating the World of Publicly Listed Nontraded REITs: Tips for Investors
Here’s a riddle. When is real estate not real estate? Give up? We’ve found that real estate is not real estate when it is owned as a publicly […]
March 7, 2023
What Qualifies for a 1031 Tax Deferred Exchange?
Suppose you own investment properties and desire to sell them off. In that case, a 1031 tax-deferred exchange can be a wealth-building tool to sell one investment property […]
March 5, 2023
How To Choose the Right Opportunity Fund for You
The year 2017 marked a turning point in taxes—the Tax Cuts and Jobs Acts established a tax rule allowing investors to defer their capital gains taxes. In addition, […]
February 23, 2023
Top Ten Opportunity Zone Funds Frequently Asked Questions (FAQs):
What types of investments qualify for an Opportunity Zone Fund? Opportunity Zone Funds are an investment vehicle designed to spur economic growth in underinvested areas in the United […]
January 23, 2023
Hidden UPREIT Fees Added By DST Brokers - How To Avoid Them
Make Sure to Dot Your I’s and Cross Your T’s Are you asking your 721 DST Broker which share class you're getting? Not knowing the answer could cost […]
January 16, 2023
DST vs QOZ- Delaware Statutory Trust vs Qualified Opportunity Zone Fund
Every week we get calls from someone asking to invest in DSTs when in our opinion they would be better off investing in a QOZ instead. Please note, […]
June 16, 2022
3 Steps to 1031 Exchange into a REIT
' The answer to “can I 1031 exchange into a REIT?” is yes and no. Yes, you can because the IRS says you can. No, you can’t because most REITs […]
June 9, 2022
Why Fees Matter When Purchasing 721 Delaware Statutory Trusts (DSTs)
By now, anyone that has read our blog or listened to us either live, by phone or by video knows that when it comes to DSTs, we prefer […]
